Castle Capital Financial Planning
We are a Financial Planning Company. Financial Planning is the process of developing strategies to h
We're incredibly proud to sponsor Monaleen LGFA's Gaelic 4 Mothers and Others! ๐๐
This amazing initiative brings women together, fostering community spirit, fitness, and fun, while supporting the growth of Gaelic football.
We're honored to stand behind such a dedicated and inspiring group of women.
Hereโs to teamwork, empowerment, and supporting local sports! ๐ชโจ
Monaleen Ladies Football
๐ฏ Want to hit your financial targets?
Setting specific savings goals is the key! ๐๏ธ
From saving for a trip of a lifetime to building a solid emergency fund, clear and actionable goals make all the difference.
Swipe through our tips to learn how to break down your savings, set timelines, and prioritise what matters most.
Small, specific steps today can lead to big achievements tomorrow. ๐
Ready to turn your dreams into reality?
Letโs start planning! ๐ชโจ
Request a call with our expert team today https://www.ccfp.ie/Contact/
Dreaming of financial freedom and looking for a way to take charge of your future?
A Self-Administered Pension (SAP) could be your answer!
From having full control over your investments to enjoying great tax benefits, SAPs offer a world of opportunities to tailor your pension to fit your lifestyle and goals.
Ready to find out if a SAP is right for you? Letโs chat! ๐ค
Request a call with our expert team today ๐
https://www.ccfp.ie/Contact/ and start your journey towards financial freedom with Castle Capital Financial Planning!
Curious about Self-Administered Pensions (SAPs) but unsure where to start?
๐Letโs clear up the common myths and reveal the real benefits!
Whether itโs about investment options or accessibility, weโre here to provide the expert advice you need. ๐ช
Ready to explore your options? Start the conversation with us today for expert, trusted and personalised guidance! ๐
https://www.ccfp.ie/Contact/
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Discover the tax advantages of Self-Administered Pensions (SAPs) and how they can work for you!
From tax-deferred contributions to tax-free growth, these benefits can help you maximise your retirement savings.
Swipe through to learn more and letโs start planning your future! ๐ฌ
Ready to chat about your options?
Request a call from our expert team here: https://www.ccfp.ie/Contact/
Did you know that diversifying your Self-Administered Pension (SAP) can help you manage risk, boost returns, and keep your investments aligned with your financial goals? ๐
Itโs all about having a flexible and personalised strategy that works for you. ๐ซต
Weโre here to help you make the most of your SAPโletโs start the conversation today! ๐ฌ
๐ฒRequest a call here: https://www.ccfp.ie/Contact/
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Discover how a Self-Administered Pension (SAP) can transform your retirement planning with our easy-to-follow guide! ๐
Save this guide for future reference and contact us via our website to get expert advice tailored to your needs ๐
https://www.ccfp.ie/Contact/
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Why stick with traditional pensions that limit your control?
With Castle Capital, you can manage your Self-Administered Pension (SAP) with a strategy that fits your unique financial needs.
Letโs work together for a brighter financial future! ๐
Request a call here: https://www.ccfp.ie/Contact/
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Weโre thrilled to share that Castle Capital Financial Planning has been shortlisted for an award in the Pension Broker/ Financial Advisor Of The Year category at this yearโs Irish Pensions Awards! ๐ฅน๐๐
These prestigious awards celebrate excellence in the pensions industry and are held at The Roundroom, Mansion House, Dublin.
Weโre honored to be recognised and look forward to joining fellow professionals for a fantastic evening.
Thank you to all of our clients for your continued support - stay tuned for more updates! ๐
Unlock the freedom to shape your financial future with a Self-Administered Pension! ๐
Whether it's property ๐๏ธ, stocks ๐, or local Irish investments โ๏ธ , a Self Administered Pension lets you choose what aligns with your interests and goals!
Enjoy personalised investment choices, diversification, and greater control for a secure retirement. ๐
Ready to explore your options? Start a conversation with us today about how a SAP can work for you! ๐ค
Head to the website www.ccfp.ie to request a call today!
๐ฒ https://www.ccfp.ie/Contact/
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Earn tax-free rental income with your pension by investing in property! ๐ ๐๏ธ
Learn how this strategy can boost your retirement savings ๐
Investing in property through a Self-Administered Pension allows you to generate tax-free rental income, offering significant financial benefits.
The process involves setting up a Self Administered Pension, selecting a suitable investment property, funding the purchase with your pension funds, and managing the property.
The rental income generated within the SAP is tax-free, and the property appreciates without capital gains tax.
This strategy provides tax efficiency, portfolio diversification, potential for higher returns, and a steady income stream, enhancing your retirement security.
Need personalised advice?
Our expert team is just a call away! ๐
Head to the website www.ccfp.ie to request a call today!
๐ฒ https://www.ccfp.ie/Contact/
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Curious about self-administered pensions in Ireland? ๐ค๐ญ
โก๏ธโก๏ธโก๏ธSwipe to discover how Self Administered Pensions can offer more control and flexibility for your retirement planning.
Need personalised advice?
Our expert team is just a call away! ๐
Head to the website www.ccfp.ie to request a call today!
๐ฒ https://www.ccfp.ie/Contact/
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Weโre looking to add outstanding talent to our growing Limerick office.
Interested or know someone who might be?
Check out the full details of career opportunities at Castle Capital Financial Planning on our website ๐
https://www.ccfp.ie/community/careers/
Email your CV to: [email protected]
Ready to master the art of investing? ๐ค๐ผ
Balancing risk and reward is the key to smart investing, and weโre here to help you get it right!
Swipe through to learn all about risk, reward, and what to consider to find the perfect balance for your investment strategy. ๐๐ก
Need personalised advice?
Our expert team is just a call away! ๐
Head to the website www.ccfp.ie to request a call today!
๐ฒ https://www.ccfp.ie/Contact/
โจ Did you know you can grow your wealth while making a positive impact on our world? ๐
๐ Impact investing lets you do just that - generate financial returns AND create real, measurable social and environmental change.
From renewable energy projects to social housing and more, there are so many ways to invest with purpose. ๐ก๐
Swipe through to learn how impact investing is shaping a better future right here in Ireland!
Want to know more? ๐
๐จโ๐ป www.ccfp.ie
๐ง [email protected] (include IMPACT INVESTING in the subject line)
๐ฒ +353 (0) 61 513 059
Let's start the conversation and let's make a difference together. ๐๐ค
๐ Understanding Fixed vs. Variable Mortgage Rates in Ireland ๐
Are you confused about whether to choose a fixed or variable mortgage rate? ๐ค
As your trusted financial planners, we're here to help you make an informed decision so check out the images for your quick breakdown.
Discuss your personal goals and needs in relation to choosing your mortgage rate with our Head of Mortgages, John Mansworth today!
Request a call here ๐ https://bit.ly/MortgagePlanningMeeting
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Curious about PRSAs? ๐ก
Here are some of the most common questions and answers in relation to PRSA's (Personal Retirement Savings Account).
From tax benefits to portability, we're here to guide you through every step of your retirement planning journey! ๐ค
Start the conversation with us today ๐
๐ฌ Send us a DM
๐+353 (0) 61 513 059
๐ง [email protected]
๐ป www.ccfp.ie
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Planning for retirement?
Avoid these common pitfalls to ensure a secure financial future!
Ready to fine-tune your strategy?
๐คLet's chat and tailor your plan to fit your goals.
๐ฌ Send us a DM
๐+353 (0) 61 513 059
๐ง [email protected]
๐ป www.ccfp.ie
Ready to optimise your retirement as a company director?
Discover the benefits of retirement coaching with an expert and trusted financial planner!
Contact Jonathan today by:
๐ฒClicking the link to book a call
๐ https://calendly.com/jmcdonnellfinancialplanner/90min?month=2024-07
๐ฌSend us a PM
๐งEmail [email protected] with the subject line 'RETIREMENT COACHING.'
For when the best is yet to come! ๐
๐ฃAttention Irish Company Directors!
Auto-enrolment pensions are coming.
Discover the 5 key things you need to know to stay compliant and support your employees' financial futures.
Get ahead of the curve and ensure a seamless transition by getting in touch with us here at Castle Capital Financial Planning!
Let's start the conversation ๐
๐ฌ Send us a DM
๐+353 (0) 61 513 059
๐ง [email protected]
๐ป www.ccfp.ie
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Discover the key benefits of personal pension plans in Ireland! ๐๐ผ
From tax relief on contributions to flexible investment options, personal pensions offer a tailored approach to secure your retirement. ๐๐ฐ
Whether you're starting your retirement journey or optimising your existing plan, we're here to help you achieve your financial goals.
Let's start the conversation today!๐ฌ
๐ง [email protected] - Subject "PERSONAL PENSION"
๐จโ๐ป www.ccfp.ie
๐ 061 513 059
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
๐ฅ Jonathan McDonnell, Company Director at Castle Capital, introduces Retirement Coaching tailored for company directors in Ireland. ๐๐ผ
Are you a company owner navigating retirement planning? Discover personalised strategies to secure your financial future and maximise your retirement benefits.
Ready to take charge of your retirement journey?
Let Jonathan guide you towards a prosperous retirement! โฌ๏ธ
Request a call here: https://calendly.com/jmcdonnellfinancialplanner/90min?month=2024-06
Don't let retirement catch you by surprise! ๐จ
It's never too early (or too late!) to start planning for your golden years. ๐ With the help of our expert financial planners, you can create a personalised retirement plan that ensures a comfortable future.
Swipe to discover 5 pitfalls to avoid in retirement planning and learn how our solutions can help you achieve the retirement of your dreams. ๐
๐
Get in touch with us today and let's start the conversation on retirement planning for when the best is yet to come! ๐
๐ง [email protected] - Subject "RETIREMENT"
๐จโ๐ป https://www.ccfp.ie/Contact/
๐ 061 513 059
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Secure your employees' future with ease!๐ฐ๐
With auto enrolment, providing a pension scheme for your team has never been easier.
We understand that this requires effort to set up, but don't worry we're here to help!๐ช
Let's prepare for the future and ensure your employees enjoy a comfortable retirement.๐๐
Get in touch with us today and let's start the conversation on auto enrolment for your company! ๐
๐ง [email protected] - Subject "AUTO ENROLMENT"
๐จโ๐ป https://www.ccfp.ie/Contact/
๐ 061 513 059
Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.
Are you prepared for the upcoming changes to the State Pension (Contributory) in Ireland?
As of January 2024, enjoy an increase in your personal rate and have the option to delay your pension for higher future payouts.
Long-term Carers will also receive a contribution from January 2024.
PRSI contributions for employers and employees will increase gradually from October 2024.
With our financial planning tips and advice, stay ahead and maximize your retirement payouts.
Learn more HERE: ๐ https://bit.ly/StatePensionChangesIreland
*The information contained in this post is based on Castle Capital Financial Planning's understanding of current Revenue and Dept of Social Protection practice as at June 2024 and may change in the future.
Don't let retirement planning stress you out!
Our FAQs guide has got you covered with all the essential information you need to know about retirement planning.
Learn how to save, invest and plan for a worry-free retirement. ๐๐ป๐
For more information tailored to you and your specific circumstances, book a call with one of our trusted team!
Let's start the conversation ๐
Request a call ๐ https://www.ccfp.ie/Contact/
While this guide is a helpful starting point to get you thinking, every individual's retirement needs are unique.
๐คThat's where we come in - our team of experts will work with you to create a bespoke retirement plan tailored to your specific goals and financial situation.
Don't leave your retirement to chance, contact us and secure your financial future with Castle Capital!
๐ฒRequest a call https://www.ccfp.ie/Contact/
Retirement is a time to relax and enjoy life, and proper planning can ensure you do just that. Learn these essential retirement planning tips and start building your dream retirement today.
BETTER YET! Speak to one of our expert team and build a retirement plan that you will be proud of!
Request a call now ๐
๐https://www.ccfp.ie/Contact/
Date night doesn't have to break the bank! ๐๐
By thinking creatively, you can still enjoy quality time with the ones you love without compromising on your savings goals.
Here are 5 budget-friendly date night ideas to inspire you! ๐
Feel free to share any other budget friendly date night ideas in the comments! ๐
Saving for your next big adventure? Let us help you create a budget and make it a reality! ๐ช
Contact us today to learn how we can help you reach your savings goals!
๐ https://www.ccfp.ie/Contact/
Our Shining Star, Leah, received the Employee Shining Star award at the Network Ireland Business Woman of the Year Awards last month and we couldn't be prouder!
Her commitment to excellence in financial planning is evident in all that she does, and her clients are truly lucky to have her on their side.
As Leah represents Limerick at the national awards in September, we wish her the very best of luck. ๐ซ๐ค
Keep shining, Leah!
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Our Beginning
Castle Capital Financial Planning
Castle Capital Financial Planning was established to facilitate consumer lifestyle planning. A move a away from traditional advice on products to a sole focus on a consumers financial needs through life.
More than just a financial advisory service, a product provision service, we have set the company up to build customer partnerships into the future. Our advisors have been working together independently for almost 10 years.
The Management Team
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Contact the business
Address
Unit 1B, The Mulcair Centre, Annacotty Business Park
Limerick
V94W52C
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 5pm |
Unit 4C Courtfield Shopping Centre
Limerick, V94XW88
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Unit 59 Eastlink Business Park, Ballysimon Road
Limerick, V94X2D7
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